Dollar General Corporation (DG) Announced Q4 2025 Earnings on March 12, 2026, Reporting "Net sales increased 5.9% to $10.9 billion in Q4".

For the fourth quarter, executives reported that "Net sales increased 5.9% to $10.9 billion in Q4" and "Same-store sales increased 4.3% during the quarter". Management highlighted that "For Q4, gross profit as a percentage of sales was 30.4%, an increase of 105 basis points". Additionally, "Operating profit for the fourth quarter increased 106% to $606 million" and "EPS for the quarter increased 122% to $1.93". For the full year, the company reported, "In 2025, we generated significant cash flow from operations of $3.6 billion".Key business updates focused on four strategic growth pillars: "enhancing the customer experience, elevating our brand, driving greater enterprise-wide efficiencies and extending our reach". The company continues to elevate its brand through mature store investments centered around "2 established remodel programs, Project Renovate and Elevate". On the digital front, executives noted that "delivery sales contributed approximately 80 basis points to our comp sales growth of 4.3% in Q4" and highlighted their "DG Media Network strategy" which delivered "approximately $170 million in retail media network volume" for the year.

Regarding forward guidance, management stated, "for 2026, we expect net sales growth in the range of 3.7% to 4.2%, same-store sales growth in the range of 2.2% to 2.7% and EPS in the range of $7.10 to $7.35". They also noted, "We expect capital spending in the range of $1.4 billion to $1.5 billion" for the year.

For the first quarter, the company expects "Q1 comp sales to be in the low 2% range" following negative impacts from winter storms, and for the full year 2026 anticipates "modest SG&A deleverage" alongside an effective tax rate of approximately 25 percent.In product and partnership updates, Dollar General plans to capitalize on discretionary categories and "launch at least 15 new brands in nonconsumable categories in 2026," building on the previous success of brand expansions with "Dolly Parton, Kathy Ireland and others". The company also expanded its delivery reach, noting they are "now delivering customers through approximately 18,000 stores and with our own myDG delivery offering as well as through third-party partners, DoorDash and Uber Eats".